SourcingSourcing

ADAR1 CAPITAL MANAGEMENT, LLC

C28
CRD 299694·SEC 801-130082·AUSTIN, TX
AUM
$1.68B
$1B+
Est. Revenue
$16.8M
@ 1% on AUM
Est. EBITDA
$5.0M
@ 30% margin
Est. Deal Value
$40.2M
@ 8× EBITDA

Identity

Registrations & legal identity

Legal name
ADAR1 CAPITAL MANAGEMENT, LLC
CRD
299694
SEC file #
801-130082
EIN
—
DBA names
—

Economics

AUM
$1.68B
AUM band
$1B+
AUM trajectory
'25'26
$819.9M → $1.68B▲ +104%
Client mix
Pooled Investment Vehicles8

Operations

Employees (total)
11
Advisory staff (per ADV)
7
Advisory staff (5-yr trend)
'25'26
6 advisors → 7 advisors▲ +17%
Primary office
AUSTIN TX
Branches
—

Custodian & Brokerage

Primary custodian
Goldman Sachslow confidence
Services offered
Portfolio mgmt — pooled vehicles
Fee basis
% of AUMPerformance-based fees

Filings

Latest ADV filing
03/31/2026
ADV-W filed at
—
Website
linkedin.com/company/adar1-capital-management(social)

Compliance

Disclosures (firm)
0
Trademark
—
Additional signalsExpand ▾

Ownership & succession ★

Who controls the firm + pre-computed succession flags

Top Owner Name
SCHNEEBERGER, DANIEL, PAWEL
Top Owner Pct
87.5
Top Owner Entity Kind
I
Owner Count
4
Control Persons
SCHNEEBERGER, DANIEL, PAWEL
ADAR1 CAPITAL MANAGEMENT GP, LLC
Solo Advisor Indicator
No
Succession Risk Solo Owner
Yes
Is Parent Owned Subsidiary
No

Availability / M&A ★

Already-acquired = skip; deal comps

Adv W Filed
No

Web presence ★

Stale website = winding down

Web Signal Quality
fallback_guess:adar1.com

Retirement-plan book (Form 5500) ★

401(k)/plan business — cross-sell value

Retirement Plan Book
No

SEC EDGAR

Edgar Cik
0001940272
Edgar Registered
Yes
Edgar Filing Count
74
Edgar First Filing Date
2024-02-14
Edgar Last Filing Date
2026-05-21
Edgar 13f Count
11
Edgar 13f Latest AUM Estimate
Filing Date2026-05-18
Accession0001940272-26-000005

Local market & wealth

Rank targets by how wealthy the local market is

Soi High Wealth Score
0.6227
Soi Zip Pct 200k Plus
0.4372
Soi Zip Returns 200k Plus
6,130
Soi Zip Total AGI
4,742,764
Fdic Zip Total Deposits
21,845,725,000
Fdic Zip Branch Count
290
Fdic Zip Top Banks
Bank of America, National Association
Wells Fargo Bank, National Association

Compliance & brand

Firm Registration Status
active

All other collected signals (21)

Everything else we've pulled for this record, not yet curated into a section.

Adv W Recently Filed
No
Bc Firm Active Bc Count
0
Bc Firm Active IA Count
0
Bc Firm IAR Count
0
Custodian Candidates
Full
Goldman Sachs4
E*trade4
Interactive Brokers3
Jpmorgan3
Morgan Stanley1
Edgar Addresses
Mailing
3503 WILD CHERRY DRIVEBUILDING 9AUSTIN, TX 78738
Business
3503 WILD CHERRY DRIVEBUILDING 9AUSTIN, TX 78738
Edgar Recent Filings
42026-05-21 · 0001940272-26-000008
32026-05-21 · 0001940272-26-000007
Fdic Zip Branches Raw
Chase Bank of Texas, National AssociationBee Cave, TX
The Chase Manhattan BankBee Cave, TX
Fdic Zip HHI
990.93
Fdic Zip Top Bank Share Pct
19.23
Fdic Zip Year
2025
Firm Has Custody
Yes
Mailing Office Differs
No
Soi Year
2022
Soi Zip Distribution
Stub 1
AGI21,670
Returns2,140
Stub 2
AGI47,352
Returns1,270
Stub 3
AGI64,561
Returns1,040
Soi Zip Total Business Income
149,989
Soi Zip Total Cap Gains
817,593
Soi Zip Total Dividends
165,503
Soi Zip Total Returns
14,020
Top Owner CRD
7043521
Trust Company Affiliate
Yes

People (3)

3
SCHNEEBERGER, DANIEL, PAWEL
Direct Owner · 87.5%
7043521
GRAHAM, STUART, KNOX
Executive Officer · 2.5%
8245326
SCIPIONE, STEPHEN, THOMAS
Executive Officer · 2.5%
7529134